Michael J. Puzo’s Wells Fargo WFC Stock Holding History

Michael J. Puzo’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$398K	Hold	5,000	–	–	0.12%	55
2025 Q4	$466K	Hold	5,000	–	–	0.13%	51
2025 Q3	$419K	Hold	5,000	–	–	0.11%	53
2025 Q2	$401K	Hold	5,000	–	–	0.11%	53
2025 Q1	$359K	Hold	5,000	–	–	0.1%	56
2024 Q4	$351K	Hold	5,000	–	–	0.1%	56
2024 Q3	$282K	Hold	5,000	–	–	0.07%	69
2024 Q2	$297K	Hold	5,000	–	–	0.08%	65
2024 Q1	$290K	Hold	5,000	–	–	0.08%	69
2023 Q4	$246K	Hold	5,000	–	–	0.08%	70
2023 Q3	$204K	Hold	5,000	–	–	0.07%	74
2023 Q2	$213K	Buy	+5,000	New	+$201K	0.07%	76
2023 Q1	–	Sell	-5,000	Closed	-$206K	–	78
2022 Q4	$206K	Hold	5,000	–	–	0.07%	75
2022 Q3	$201K	Buy	+5,000	New	+$215K	0.08%	73
2022 Q2	–	Sell	-5,000	Closed	-$242K	–	76
2022 Q1	$242K	Hold	5,000	–	–	0.07%	76
2021 Q4	$240K	Hold	5,000	–	–	0.07%	75
2021 Q3	$232K	Hold	5,000	–	–	0.07%	71
2021 Q2	$226K	Buy	+5,000	New	+$223K	0.07%	72
2020 Q1	–	Sell	-6,300	Closed	-$339K	–	80
2019 Q4	$339K	Sell	6,300 -200	-3%	-$10.5K	0.12%	66
2019 Q3	$328K	Hold	6,500	–	–	0.12%	68
2019 Q2	$308K	Sell	6,500 -500	-7%	-$23.4K	0.11%	71
2019 Q1	$338K	Sell	7,000 -1,500	-18%	-$73.8K	0.13%	63
2018 Q4	$392K	Hold	8,500	–	–	0.17%	60
2018 Q3	$447K	Sell	8,500 -250	-3%	-$14.3K	0.17%	64
2018 Q2	$485K	Sell	8,750 -250	-3%	-$13.4K	0.21%	59
2018 Q1	$472K	Sell	9,000 -1,000	-10%	-$59.4K	0.2%	64
2017 Q4	$607K	Hold	10,000	–	–	0.25%	57
2017 Q3	$551K	Sell	10,000 -1,000	-9%	-$53.2K	0.29%	55
2017 Q2	$610K	Sell	11,000 -1,000	-8%	-$53.6K	0.33%	53
2017 Q1	$668K	Sell	12,000 -1,368	-10%	-$77.6K	0.37%	54
2016 Q4	$736K	Sell	13,368 -850	-6%	-$42.7K	0.43%	50
2016 Q3	$629K	Sell	14,218 -500	-3%	-$23.9K	0.36%	55
2016 Q2	$697K	Hold	14,718	–	–	0.46%	52
2016 Q1	$711K	Hold	14,718	–	–	0.47%	51
2015 Q4	$800K	Sell	14,718 -1,610	-10%	-$87.4K	0.56%	49
2015 Q3	$838K	Hold	16,328	–	–	0.6%	46
2015 Q2	$919K	Sell	16,328 -1,000	-6%	-$55.8K	0.59%	45
2015 Q1	$942K	Hold	17,328	–	–	0.6%	46
2014 Q4	$949K	Buy	17,328 +510	+3%	+$27K	0.62%	45
2014 Q3	$872K	Buy	16,818 +850	+5%	+$43.7K	0.6%	47
2014 Q2	$839K	Sell	15,968 -1,000	-6%	-$50.3K	0.58%	47
2014 Q1	$844K	Sell	16,968 -1,000	-6%	-$46.6K	0.61%	47
2013 Q4	$816K	Sell	17,968 -1,000	-5%	-$43.2K	0.6%	48
2013 Q3	$784K	Sell	18,968 -1,000	-5%	-$42.7K	0.66%	43
2013 Q2	$824K	Buy	+19,968	New	+$778K	0.72%	40

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Michael J. Puzo's WFC Position: Q1 2026 in Review

Michael J. Puzo held its Wells Fargo (WFC) position steady in Q1 2026 at 5,000 shares worth $398K. The position accounts for 0.12% of the portfolio, ranked #55.

Michael J. Puzo first reported a position in WFC in Q2 2013 and has held it in 45 quarters since. The position peaked at $949K in Q4 2014. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Michael J. Puzo held 5,000 shares of Wells Fargo worth $398K as of Q1 2026.
Michael J. Puzo left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.12% of Michael J. Puzo's portfolio in Q1 2026, its #55 holding.
Michael J. Puzo first reported a position in Wells Fargo in Q2 2013 and has held it in 45 quarters since.
Michael J. Puzo's Wells Fargo position peaked at $949K in Q4 2014.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.